Seacoast Financial Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Cole R Parlin, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Cole R Parlin

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Cole R Parlin's website
Charles M Beynon, Private Wealth Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Charles M Beynon

MSFP, CFP®, MPASSM, ChFC®, CLU®, CRPC®, CMFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Charles M Beynon's website
J Ali Alimi, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

J Ali Alimi

CFP®, CRPS®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit J Ali Alimi's website
Mary Gail Sycamore, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Mary Gail Sycamore

CFP®, CFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Gail Sycamore's website
Gregory M Vallee, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Gregory M Vallee

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Gregory M Vallee's website
Karrie Shaw, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Karrie Shaw

CMFC®, CLTC®, CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Karrie Shaw's website
Nicolas Curtis, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Nicolas Curtis

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Nicolas Curtis's website
Kelly Kingsbury Roskilly, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Kelly Kingsbury Roskilly

AAMS®, AWMA®, APMA®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISORSM
Visit Kelly Kingsbury Roskilly's website
Jeffrey A Bonney, Private Wealth Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Jeffrey A Bonney

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeffrey A Bonney's website
Andrew Lane, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Andrew Lane

MBA, CPA

Financial Advisor

Certified Public Accountant
Visit Andrew Lane's website
Patricia G Everett, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Patricia G Everett

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patricia G Everett's website

Team

Angela Ciani

Angela Ciani

Practice Manager,

Operations Director
Allison Michaud

Allison Michaud

Client Service Manager,

Client Relationship Specialist
Lisa Trudeau

Lisa Trudeau

Client Relationship Manager,

Client Service Specialist
Jeri Wallace

Jeri Wallace

Operations Manager,

Financial Planning Specialist
Joanna Shumway

Joanna Shumway

Investment Manager,

Personal Financial Specialist